INSANE: 10 | Vintage Vibes

Walmart, Apple And Nike May Be Agentic AI's First Winners. Grocery May Be The First Loser

For months, investors have debated whether agentic AI will replace retailers. JPMorgan thinks that’s the wrong question.

Benzinga · Jul 7

Forget the iPhone. Apple's AI Story May Belong to Macs

Everyone is debating whether consumers will pay more for the next iPhone. But JPMorgan analyst Samik Chatterjee thinks investors may be looking in the wrong place. While Wall Street’s attention has shifted to Apple’s expected hardware price increases and the upcoming iPhone 18 cycle, the bank believes the company’s most…

Benzinga · Jul 7

How to Play SECZ Stock Now After the Securitize SPAC Merger Closed Last Week

Following its merger with Cantor Equity Partners, the tokenization platform's stock has now debuted on the exchanges.

Barchart · Jul 6

How JPM's female leadership pipeline to CEO went bust

Marianne Lake's retirement from JPMorgan marked the end of the bank's chance to elevate a woman to one of the world's top jobs.

Fortune · Jul 4

1 Adobe Insider Just Boosted His Stake by 130%. Why He Is Betting Big on ADBE Right Now.

David Ricks is betting big on Adobe as the company tries to shrug off AI fears.

Barchart · Jul 3

Strategy Is Allowing Selective Bitcoin Sales To Fund Dividends. JPMorgan Says It Could Add Two-Way Market Pressure.

Strategy has updated its capital structure to include controlled bitcoin sales for dividend support, a shift that JPMorgan says introduces opposing supply-demand pressures across crypto markets.

International Business Times · Jul 2

Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?

Wipro shares are poised for a significant drop following a steep decline in its ADRs, fueled by investor worries about future earnings and AI's impact on IT services. The company, already down substantially from its peak, faces headwinds from North American market slowdowns and the disruptive potential of generative AI.…

The Economic Times · Jul 2

Explained: Why Tata Elxsi shares crashed 7% after KPIT Tech’s Q1 revenue, profit guidance warning

Tata Elxsi shares fell sharply on Wednesday after rival KPIT Technologies warned of weaker-than-expected Q1FY27 revenue and margins due to a sudden slowdown in orders from European automakers. The update raised concerns over demand across the automotive engineering and software services space, weighing on peer stocks.

The Economic Times · Jul 1

KPIT Tech shares hit by downgrades, target price cuts. What JPMorgan and other brokerages said

KPIT Technologies shares plunged after the company issued a weak preliminary Q1 FY27 business update, prompting several brokerages, including JPMorgan and JM Financial, to downgrade the stock and cut target prices. While analysts remain optimistic about the company's long-term prospects, they expect near-term earnings and growth to remain under pressure.

The Economic Times · Jul 1

Why KPIT Tech shares crashed 17% today: The BMW & Volkswagen connection explained

KPIT Technologies witnessed a significant 17% stock plunge following a revenue slowdown warning for Q1FY27, primarily due to unexpected cutbacks from European auto giants like BMW and Volkswagen. Analysts have downgraded the stock, citing a steeper than anticipated revenue drop and a larger hit to profit margins. While the company…

The Economic Times · Jul 1